STOLZ & ASSOCIATES, PS - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, STOLZ & ASSOCIATES, PS held in its portfolio 32 assets valued at $129,637,425 (i.e. $129.64M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($26.17M), AMERICAN CENTY ETF TR ($16.43M), and DIMENSIONAL ETF TRUST ($13.39M).
The chart below shows the top 10 valuable assets, and the table below shows the top 32 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
STOLZ & ASSOCIATES, PS - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 688212 | 26172715 | US HIGH PROFITAB |
| AMERICAN CENTY ETF TR | 161143 | 16433397 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 422779 | 13387311 | INTL HIGH PROFIT |
| ISHARES TR | 92798 | 10221700 | TRUST ISHARE 0-1 |
| VANGUARD SCOTTSDALE FDS | 117534 | 9843473 | INT-TERM CORP |
| ISHARES TR | 417516 | 9613306 | US TREAS BD ETF |
| DIMENSIONAL ETF TRUST | 275743 | 8980950 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 165930 | 8971835 | GLOBAL CORE PLUS |
| AMERICAN CENTY ETF TR | 79335 | 7455123 | INTL SMCP VLU |
| MICROSOFT CORP | 5108 | 2470331 | COM |
| NVIDIA CORPORATION | 12513 | 2333732 | COM |
| DIMENSIONAL ETF TRUST | 57546 | 2278246 | US CORE EQUITY 2 |
| ISHARES TR | 15584 | 1556530 | CORE US AGGBD ET |
| COSTCO WHSL CORP NEW | 1382 | 1191754 | COM |
| CALAMOS ETF TR | 42091 | 1095418 | S&P 500 STRUCTU |
| AMAZON COM INC | 4413 | 1018609 | COM |
| APPLE INC | 3434 | 933567 | COM |
| SCHWAB STRATEGIC TR | 35065 | 903274 | MUN BD ETF |
| STARBUCKS CORP | 8652 | 728623 | COM |
| DIMENSIONAL ETF TRUST | 31065 | 711426 | US REAL ESTATE E |
| DIMENSIONAL ETF TRUST | 7634 | 454528 | US TARGETED VLU |
| ALPHABET INC | 1241 | 388433 | CAP STK CL A |
| TESLA INC | 734 | 330094 | COM |
| FIRST TR EXCHNG TRADED FD VI | 5888 | 311770 | FT VEST US EQT |
| ALPHABET INC | 890 | 279282 | CAP STK CL C |
| ISHARES TR | 1065 | 262160 | RUSSELL 2000 ETF |
| CALAMOS ETF TR | 9530 | 256935 | RUSSELL 2000 STR |
| BROADCOM INC | 687 | 237771 | COM |
| META PLATFORMS INC | 350 | 231032 | CL A |
| CALAMOS ETF TR | 8525 | 214787 | S&P 500 STRUCTUR |
| DIMENSIONAL ETF TRUST | 5410 | 205580 | INTL SMALL CAP V |
| BLACKROCK CORPOR HI YLD FD I | 18397 | 163733 | COM |
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